Step 3: Essential CRM Steps for Success

The Phases of CRM Implementation

Sign up for our webinar and learn what steps you need to take to set out your CRM lifecycle. User adoption defines the success of your CRM choice and implementation. There is a process that makes getting it right a probability. Understanding your own requirements, how to select the right partner or vendor, how to implement and what support and business as usual activity you need will ensure you get it right.

Webinar objectives:

  • Understand the phases of a CRM project and identify where to begin within your organisation.
  • Identify the areas that are straightforward and those that will require further internal input.
  • Explore the journey from requirement scoping through to ongoing support once your CRM is up and running.

Series overview:

This webinar is the third in our expert-led new CRM Preparation Series. In future webinars, we’ll show you how to scope your requirements & understand partner/vendor relationships. We’ll explain how to create a robust business case and to estimate the ROI of implementation. See our full topics list below.

By registering for this webinar, we’ll automatically let you know when the next upcoming webinar from the series will run.

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